Self-Employed (1099 / Gig Workers)
Maximize Your 1099 Deductions - Schedule C Pros at Your Service
From mileage logs to home-office write-offs, we uncover every deduction and handle quarterly taxes so you can stay focused on your business.
Key Benefits
We have navigated every tax change since 1992
Schedule C expertise
Specialized knowledge of freelance and gig-economy deductions
Quarterly tax planning
Avoid surprises with estimated-tax reminders and projections
Books and receipts check
We organize your income and expense records for audit-ready accuracy
Ongoing support
IRS notice response and year-round advisory included
4 Easy Steps
Choose
a Slot
Pick a consultation time and fill out the short intake form.
Upload 1099s and Expense Logs
Send bank statements, invoices, mileage records, etc.
Receive Custom Checklist
We email any missing items such as home-office square footage or asset lists.
Meet
and File
Review deductions together, sign electronically, and e-file; plus set your next estimated-tax reminder.
Preliminary Checklist for Tax Preparation
Gather the essential documents to start your tax return. Requirements may vary depending on whether you’re an employee, self-employed, or own a business.
Government-issued photo ID for the taxpayer (and spouse, if applicable)
Social Security Number (SSN) or ITIN for the taxpayer
SSN or ITIN for spouse and dependents (if applicable)
W-2 form(s) from all employers for the tax year
1099-INT and/or 1099-DIV forms (if you have bank accounts or investments)
Bank information for direct deposit (routing and account number)
Copy of the prior year’s tax return (if available)
Closing Note for the Checklist
“These are the basic required documents to get started. Depending on your situation, additional documents may be requested during the review process.”
Government-issued photo ID for the taxpayer
Social Security Number (SSN) or ITIN
1099-NEC and/or 1099-MISC forms received
Annual summary of business income (if no 1099s were issued)
Annual summary of business expenses
Bank information for direct deposit
Copy of the prior year’s tax return (if available)
Closing Note for the Checklist
“These are the basic required documents to get started. Depending on your situation, additional documents may be requested during the review process.”
Government-issued photo ID of the responsible party or authorized signer
Business EIN
Business formation documents
(Articles of Organization / Articles of Incorporation)
(Articles of Organization / Articles of Incorporation)
Operating Agreement, Bylaws, or Partnership Agreement
Basic financial statements, including:
- Annual income summary
- Annual expense summary
- Annual income summary
- Annual expense summary
Business bank account information
Copy of the business prior year’s tax return (if available)
Closing Note for the Checklist
“These are the basic required documents to get started. Depending on your situation, additional documents may be requested during the review process.”
Our exhaustive service puts you in complete control, with everything conveniently organized in one place
Comprehensive Tax Preparation
We provide full-service tax preparation, ensuring every aspect of your business taxes is covered.
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Audit Support
In the event of an audit, our experts are here to support you every step of the way, providing guidance and representation.
Tax Planning and Strategy
We offer strategic tax planning services to help you make informed decisions throughout the year, minimizing tax liabilities and maximizing your refund.
they saved a lot of time and even had some left over to leave us their gratitude
Frequently Asked Questions
What documents do I need to provide?
You will need to provide W-2 forms, 1099 forms, previous tax returns, receipts, and any other relevant financial documents.
How much does your service cost?
Our pricing is based on the complexity of your tax situation. We offer competitive rates and will provide a detailed quote after your initial consultation.
Can you help if I have past-due taxes?
Yes, we can assist with resolving past-due taxes and setting up payment plans if necessary.
Let’s make this your easiest tax season yet
book your free consultation today and file with confidence.